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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1001
Simon Quick Advisors
New Jersey
$2.53M +$836K +2,992 +46%
BFA
1002
Beaumont Financial Advisors
Massachusetts
$2.52M +$538K +1,927 +25%
BWP
1003
Baldwin Wealth Partners
Massachusetts
$2.51M +$955K +3,420 +57%
AC
1004
Abbrea Capital
California
$2.51M -$80.4K -288 -3%
IIC
1005
Ironwood Investment Counsel
Arizona
$2.51M +$280K +1,001 +12%
DACG
1006
Donor Advised Charitable Giving
California
$2.5M -$8.38K -30 -0.3%
AWP
1007
Abacus Wealth Partners
California
$2.5M -$81.8K -293 -3%
GCP
1008
GSA Capital Partners
United Kingdom
$2.5M +$2.63M +9,431 New
BB
1009
Busey Bank
Illinois
$2.48M +$20.7K +74 +0.8%
CCM
1010
CAAS Capital Management
New York
$2.48M +$2.61M +9,339 New
ZIG
1011
Zullo Investment Group
Pennsylvania
$2.47M +$24.6K +88 +1%
LC
1012
Longitude (Cayman)
Cayman Islands
$2.47M -$419K -1,500 -14%
MJRIC
1013
Mogy Joel R Investment Counsel
California
$2.45M -$6.7K -24 -0.3%
FHCM
1014
Force Hill Capital Management
New York
$2.44M +$2.57M +9,200 New
DL
1015
DOHJ LLC
Washington
$2.44M -$775K -2,774 -23%
CIC
1016
Carnegie Investment Counsel
Ohio
$2.44M +$259K +928 +11%
AHC
1017
Adell Harriman & Carpenter
Texas
$2.43M -$57K -204 -2%
PFG
1018
Peterson Financial Group
Iowa
$2.42M +$269K +965 +12%
EFG
1019
Everhart Financial Group
Ohio
$2.42M +$392K +1,405 +18%
MFC
1020
Morris Financial Concepts
South Carolina
$2.41M – – –
ACA
1021
Affinity Capital Advisors
California
$2.4M -$55.3K -198 -2%
NC
1022
NewSquare Capital
Pennsylvania
$2.4M +$2.52M +9,025 +50,139%
TPCW
1023
TD Private Client Wealth
New York
$2.4M +$170K +609 +7%
SICM
1024
Sustainable Insight Capital Management
New York
$2.4M -$243K -869 -9%
HIM
1025
Hotaling Investment Management
Pennsylvania
$2.4M -$20.9K -75 -0.8%
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